Patentable/Patents/US-20260168373-A1
US-20260168373-A1

Drilling System Control for Reducing Stick-Slip by Calculating and Reducing Energy of Upgoing Rotational Waves in a Drillstring

PublishedJune 18, 2026
Assigneenot available in USPTO data we have
Technical Abstract

0 up A non-transitory computer readable medium having a computer program stored thereon causes a computer to perform a method for controlling a drilling system in a manner that reduces stick-slip including: receiving a desired rotation speed vof the drive system to rotate the drillstring, receiving property measurements of the drilling system, and deriving therefrom a rotation speed vof upgoing rotational waves of the drillstring associated with upgoing rotational energy in the drillstring. An actual rotation speed v of the drive system to rotate the drillstring is determined by representing energy in the drillstring as a mathematical expression containing a sum of rotational energy produced by the drive system and downgoing rotational energy caused by the upgoing rotational waves that are reflected at an upper end of the drillstring, and then optimizing the mathematical expression, which is then used for controlling the drive system to rotate the drillstring at v.

Patent Claims

Legal claims defining the scope of protection, as filed with the USPTO.

1

0 receiving a desired rotation speed vof the drive system to rotate the drillstring; up receiving property measurements of the drilling system and deriving therefrom a rotation speed vof upgoing rotational waves of the drillstring associated with upgoing rotational energy in the drillstring; determining an actual rotation speed v of the drive system to rotate the drillstring by: down 0 up representing energy in the drillstring as a mathematical expression comprising a sum of rotational energy produced by the drive system and downgoing rotational energy vcaused by the upgoing rotational waves that are reflected at an upper end of the drillstring into downgoing rotational waves, wherein the rotational energy produced by the drive system is a function of v and v, and wherein the downgoing rotational energy caused by the upgoing rotational waves is a function of v and v; 0 down optimizing the mathematical expression, the optimized mathematical expression expressing v in terms of vand v, and controlling the drive system to rotate the drillstring at v, down wherein vis determined by: . A non-transitory computer readable medium storing a computer program comprising code which, when run on a computer, causes the computer to perform a method for controlling a drilling system comprising a drive system, drillstring and drill bit, wherein the drive system rotates the drillstring during a drilling process to drill a borehole through an earth formation in a manner that reduces stick-slip, the method comprising: where v is a surface measurement of rotational speed of the drillstring, T is a surface measurement of torque in the drillstring, and z is rotational impedance of the drillstring.

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claim 1 . The non-transitory computer readable medium of, wherein a maximum and/or a minimum bound is imposed on v.

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claim 1 0 . The non-transitory computer readable medium of, wherein the optimized mathematical expression includes a residual correction term r to account for long term averaging of vover time scales greater than the resonance time of the drilling system.

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0 receiving a desired rotation speed vof the drive system to rotate the drillstring; up receiving property measurements of the drilling system and deriving therefrom a rotation speed vof upgoing rotational waves of the drillstring associated with upgoing rotational energy in the drillstring; determining an actual rotation speed v of the drive system to rotate the drillstring by: down 0 up representing energy in the drillstring as a mathematical expression comprising a sum of rotational energy produced by the drive system and downgoing rotational energy vcaused by the upgoing rotational waves that are reflected at an upper end of the drillstring into downgoing rotational waves, wherein the rotational energy produced by the drive system is a function of v and v, and wherein the downgoing rotational energy caused by the upgoing rotational waves is a function of v and v; 0 down optimizing the mathematical expression, the optimized mathematical expression expressing v in terms of vand v, and controlling the drive system to rotate the drillstring at v, wherein the energy in the drillstring is proportional to the mathematical expression comprising . A non-transitory computer readable medium storing a computer program comprising code which, when run on a computer, causes the computer to perform a method for controlling a drilling system comprising a drive system, drillstring and drill bit, wherein the drive system rotates the drillstring during a drilling process to drill a borehole through an earth formation in a manner that reduces stick-slip, the method comprising: where λ is a coefficient of relative weight ranging between zero and one.

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claim 4 . The non-transitory computer readable medium of, wherein a maximum and/or a minimum bound is imposed on v.

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claim 4 up rotational speed of the drillstring; and a torque T in the drillstring. . The non-transitory computer readable medium of, wherein vis derived from surface measured properties comprising:

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claim 4 . The non-transitory computer readable medium of, wherein λ may vary over time.

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claim 4 . The non-transitory computer readable medium of, wherein λ is initially zero and subsequently increases until λ reaches a chosen value between zero and one.

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a drillstring; a drill bit coupled to the drillstring; a drive system comprising a top drive, the drive system being configured to rotate the drillstring to drill a borehole through an earth formation in a manner that reduces stick-slip; one or more sensors configured to measure properties of the drilling system; and 0 receive a desired rotation speed vof the drive system to rotate the drillstring; up up receive the property measurements of the drilling system and deriving therefrom a rotation speed vof upgoing rotational waves of the drillstring associated with upgoing rotational energy in the drillstring, wherein vis derived from surface measured properties comprising: rotational speed of the drillstring and a torque T in the drillstring; 0 up representing energy in the drillstring as a mathematical expression comprising a sum of rotational energy produced by the drive system and downgoing rotational energy caused by the upgoing rotational waves that are reflected at an upper end of the drillstring into downgoing rotational waves, wherein the rotational energy produced by the drive system is a function of v and v, and wherein the downgoing rotational energy caused by the upgoing rotational waves is a function of v and v; and 0 up optimizing the mathematical expression, the optimized mathematical expression expressing v in terms of vand v; and determine an actual rotation speed v of the drive system to rotate the drillstring by: a built-in control system for the top drive configured to: control the drive system to rotate the drillstring at v. . A drilling system comprising:

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claim 9 an outer control system that controls the built-in control system for the top drive. . The drilling system of, further comprising:

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claim 10 control the top drive to drive the drillstring at rotation speeds proximal to the desired rotation speed. . The drilling system of, wherein the outer control system is configured to:

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claim 9 0 up 2 2 . The drilling system of, wherein the energy in the drillstring is proportional to the mathematical expression comprising (v−v)+λ(v−v), where λ is a coefficient of relative weight ranging between zero and one.

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claim 12 . The drilling system of, wherein λ may vary over time.

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claim 12 . The drilling system of, wherein λ is initially zero and subsequently increases until λ reaches a chosen value between zero and one.

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claim 9 up . The drilling system of, wherein vis determined by: where v is a surface measurement of rotational speed of the drillstring, and z is rotational impedance of the drillstring.

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claim 9 . The drilling system of, wherein the optimized mathematical expression is where λ is a coefficient of relative weight ranging between zero and one.

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claim 16 . The drilling system of, wherein λ may vary over time.

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claim 16 . The drilling system of, wherein λ is initially zero and subsequently increases until λ reaches a chosen value between zero and one.

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claim 9 . The drilling system of, wherein a maximum and/or a minimum bound is imposed on v.

Detailed Description

Complete technical specification and implementation details from the patent document.

This application is a continuation of U.S. patent application Ser. No. 18/884,208, filed Sep. 13, 2024, which is a continuation of U.S. patent application Ser. No. 17/151,286, filed Jan. 18, 2021, which is a continuation of U.S. patent application Ser. No. 14/778,626, filed Sep. 21, 2015, which is the National Stage Entry of International Patent Application No. PCT/IB2014/059978, filed Mar. 19, 2014, which claims benefit to U.S. Provisional Patent Application No. 61/803,686, filed Mar. 20, 2013.

Embodiments of the present disclosure relate to a method and controller for controlling a drilling system.

Drilling an oil and/or gas well may involve drilling a borehole of considerable length; boreholes are often up to several kilometres vertically and/or horizontally in length. The drillstring comprises a drill bit at its lower end and lengths of drill pipe that are screwed/coupled together. A drive mechanism at the surface rotates the drill bit against a face of the earth formation to drill the borehole through the earth formation. The drilling mechanism may be a top drive, a rotary table or the like.

The drillstring undergoes complicated dynamic behaviour in the borehole during the drilling procedure, which complicated behaviour may include axial, lateral and torsional vibrations as well as frictional and vibrational interactions with the borehole. Simultaneous measurements of drilling rotation at the surface and at the bit have revealed that while the top of the drill string rotates with a constant angular velocity, the drill bit may rotate with varying angular velocities. In extreme cases, known as stick-slip, the drill bit or another portion of the drillstring may stop rotating in the borehole, as a result, the drill string continues to be twisted/rotated until the bit rotates again, after which it accelerates to an angular velocity that is much higher than the angular velocity of the top of the drillstring.

Stick-slip is a recognized problem in the drilling industry and may result in a reduced rate of penetration through the earth formation, bit wear, tool failures and/or the like. The sticking of the drill bit in the borehole may reduce drilling rates, result in torsional damage to the drillstring and the fast rotation of the drill bit, when it is unstuck, may cause damage to the drilling system.

Previously, methods have been proposed for detecting stick-slip and mitigating its effect by changing the rotation speed of the top drive, the weight on bit and/or the like. Other more active methods, have sought to dampen the oscillations of the drillstring in the borehole to prevent stick-slip. However, measures taken to dampen oscillations and prevent stick-slip, for example by adjusting drilling speed, weight on bit and/or the like, may run contrary to and not take account of the drilling parameters necessary/desirable for optimal drilling, such as optimum rate of penetration or the like. Further, a controller may have determined an optimal, desired rate of rotation of the top drive or the like to produce desired drilling of the borehole. Methods of controlling rotational vibrations using a control system have previously been described that provide for reducing the amplitude of a rotational resonance of the drillstring. Such active methods of damping oscillations may adversely affect the rate of drilling and/or move the drilling speed away from the desired rate. Moreover, previously, these damping operations were determined mainly based upon factors for mitigation/prevention of stick-slip.

U.S. Pat. No. 5,117,926 proposes an analogue approach for controlling vibrations using energy flows, where the energy is defined as the product of an “across variable”, which for rotational oscillations is the rotation speed, and a “through variable”. Fluctuations in one are controlled by varying the other.

U.S. Patent Pub. No. 2011/0232966 proposes employing variation in control parameters within a top drive controller to suppress rotational oscillations. If the controller is a proportional-integral (PI) controller, then by suitably adjusting the integral constant, oscillation suppression may be achieved at a desired frequency. However, the method must be adjusted as the drillstring length changes and the main oscillation frequency changes. It also requires an ability to directly interfere in the top drive controller.

WO 2012/041745 proposes measuring rotation speed in the drillstring at two locations, along its length at or near the surface, and differencing them. This approach is both inconvenient (measurement along the drillstring that does not interfere with the drilling process is difficult), and error-prone (the difference between the two measurements is small).

WO 2012/084886 proposes employing a mathematical model of the whole drillstring, and controlling the surface torque in order to reduce a modelled downhole rotation speed. Similarly to U.S. Patent Pub. No. 2011/0232966, the model must be adjusted as the drillstring length changes, and errors in the model result in reduced performance.

A summary of certain embodiments disclosed herein is set forth below. It should be understood that these aspects are presented merely to provide the reader with a brief summary of these certain embodiments and that these aspects are not intended to limit the scope of this disclosure. Indeed, this disclosure may encompass a variety of aspects that may not be set forth.

0 up 0 0 up In a first aspect, an embodiment of the present invention provides a method for controlling a drilling system that includes a drive system, drillstring and drill bit, wherein in use the drive system rotates the drillstring during a drilling process to drill a borehole through an earth formation. The control method comprises setting a desired rotation speed vfor the drillstring; receiving measurements of parameters for the drilling system and deriving from the measured parameters a component vof the rotation speed of the drillstring associated with upgoing rotational energy; determining a rotation speed v for the drillstring by optimizing an expression which reconciles two conflicting objectives of: (i) maintaining a stable rotation speed centred on v, and (ii) minimizing the downgoing rotational energy, the optimized expression expressing v in terms of vand v; and controlling the drive system to rotate the drillstring at v.

up The method may further comprise measuring the properties of the drilling system from which vis derived.

By controlling the drive system on the basis of the optimized expression, it is possible to reduce the amplitude of rotational resonances. In embodiments of the present invention, the optimization adapts to changes in the resonant frequency of the drilling system, e.g. caused by increases in the length of the drillstring. In addition, in embodiments of the present disclosure, it is not necessary to determine or model accurately the resonant frequency of the drilling system. Further, in some embodiments, the method of control may be applied to existing drilling systems, e.g. by implementing the method in a form of an outer controller to an existing drive system controller.

0 up 0 down up down 0 up In some embodiments of the present disclosure, the optimized expression expresses v in terms of vand v. However, it is possible to write equivalent expressions for v in terms of e.g. vand v(the component of the rotation speed associated with downgoing rotational energy), or vand v. For the avoidance of doubt, references to the optimized expression and to the quantities vand vused in the optimized expression include such equivalent expressions and the corresponding quantities used therein.

In a second aspect, some embodiments of the present disclosure provide a controller (e.g. a computer-based digital controller) for controlling a drilling system. The controller may comprise a drive system, drillstring and drill bit, where the drive system rotates the drillstring during a drilling process to drill a borehole through an earth formation, the controller being configured to perform the methods of the first aspect.

0 up 0 0 up For example, the controller may comprise a memory to store a desired rotation speed vfor the drillstring, and one or more processors configured to receive measurements of parameters for the drilling system and derive a component vof the rotation speed of the drillstring associated with upgoing rotational energy; determine a rotation speed v for the drillstring by optimizing an expression which reconciles two conflicting objectives of: (i) maintaining a stable rotation speed centered on v, and (ii) minimizing the downgoing rotational energy, the optimized expression expressing v in terms of vand v; and control the drive system to rotate the drillstring at v.

up In a third aspect, some embodiments of the present disclosure provide a combination of the controller of the second aspect and one or more sensors for measuring the properties of the drilling system from which vis derived.

In a fourth aspect, some embodiments of the present disclosure provide a drilling system, comprising a drive system, drillstring and drill bit, wherein the drive system rotates the drillstring during a drilling process to drill a borehole through an earth formation; wherein the drilling system further comprises the controller of the second aspect, or the combination of the controller and the sensors of the third aspect.

Further aspects of the present invention provide: a computer program comprising code which, when run on a computer, causes the computer to perform the method of the first aspect; and a computer readable medium storing a computer program comprising code which, when run on a computer, causes the computer to perform the method of the first aspect.

0 up down 0 up 0 down down One or more embodiments of the present disclosure includes a non-transitory computer readable medium storing a computer program comprising code which, when run on a computer, causes the computer to perform a method for controlling a drilling system including a drive system, drillstring and drill bit, wherein the drive system rotates the drillstring during a drilling process to drill a borehole through an earth formation in a manner that reduces stick-slip, the method including: receiving a desired rotation speed vof the drive system to rotate the drillstring; receiving property measurements of the drilling system and deriving therefrom a rotation speed vof upgoing rotational waves of the drillstring associated with upgoing rotational energy in the drillstring; determining an actual rotation speed v of the drive system to rotate the drillstring by: representing energy in the drillstring as a mathematical expression including a sum of rotational energy produced by the drive system and downgoing rotational energy vcaused by the upgoing rotational waves that are reflected at an upper end of the drillstring into downgoing rotational waves, wherein the rotational energy produced by the drive system is a function of v and v, and wherein the downgoing rotational energy caused by the upgoing rotational waves is a function of v and v; optimizing the mathematical expression, the optimized mathematical expression expressing v in terms of vand v, and controlling the drive system to rotate the drillstring at v, wherein vis determined by:

where v is a surface measurement of rotational speed of the drillstring, T is a surface measurement of torque in the drillstring, and z is rotational impedance of the drillstring.

0 up down 0 up 0 up wherein the energy in the drillstring is proportional to the mathematical expression including One or more embodiments of the present disclosure includes a non-transitory computer readable medium storing a computer program including code which, when run on a computer, causes the computer to perform a method for controlling a drilling system including a drive system, drillstring and drill bit, wherein the drive system rotates the drillstring during a drilling process to drill a borehole through an earth formation in a manner that reduces stick-slip, the method including: receiving a desired rotation speed vof the drive system to rotate the drillstring; receiving property measurements of the drilling system and deriving therefrom a rotation speed vof upgoing rotational waves of the drillstring associated with upgoing rotational energy in the drillstring; determining an actual rotation speed v of the drive system to rotate the drillstring by: representing energy in the drillstring as a mathematical expression comprising a sum of rotational energy produced by the drive system and downgoing rotational energy vcaused by the upgoing rotational waves that are reflected at an upper end of the drillstring into downgoing rotational waves, wherein the rotational energy produced by the drive system is a function of v and v, and wherein the downgoing rotational energy caused by the upgoing rotational waves is a function of v and v; optimizing the mathematical expression, the optimized mathematical expression expressing v in terms of vand v; and controlling the drive system to rotate the drillstring at v,

where λ is a coefficient of relative weight ranging between zero and one.

0 up up 0 up 0 up According to one or more embodiments of the present disclosure, a drilling system includes: a drillstring; a drill bit coupled to the drillstring; a drive system including a top drive, the drive system being configured to rotate the drillstring to drill a borehole through an earth formation in a manner that reduces stick-slip; one or more sensors configured to measure properties of the drilling system; and a built-in control system for the top drive configured to: receive a desired rotation speed vof the drive system to rotate the drillstring; receive the property measurements of the drilling system and deriving therefrom a rotation speed vof upgoing rotational waves of the drillstring associated with upgoing rotational energy in the drillstring, wherein vis derived from surface measured properties comprising: rotational speed of the drillstring and a torque T in the drillstring; determine an actual rotation speed v of the drive system to rotate the drillstring by: representing energy in the drillstring as a mathematical expression comprising a sum of rotational energy produced by the drive system and downgoing rotational energy caused by the upgoing rotational waves that are reflected at an upper end of the drillstring into downgoing rotational waves, wherein the rotational energy produced by the drive system is a function of v and v, and wherein the downgoing rotational energy caused by the upgoing rotational waves is a function of v and v; and optimizing the mathematical expression, the optimized mathematical expression expressing v in terms of vand v; and control the drive system to rotate the drillstring at v.

Optional features of the invention will now be set out. These are applicable singly or in any combination with any aspect/embodiment of the invention.

up 0 In some embodiments of the present disclosure, the determined and controlled rotation speed v may be the surface rotation speed of the drillstring, the component vmay be the surface component of the rotation speed, and the desired rotation speed vmay be the surface desired rotation speed for the drillstring.

up up In general, in some embodiments of the present disclosure, the steps of: (i) receiving property measurements, and deriving vtherefrom; (ii) determining a rotation speed v; and (iii) controlling the drive system may be performed repeatedly. The repeat interval may in some embodiments be sufficiently short that these steps are repeated multiple times during the dominant rotational resonance of the system, which in seconds may approximately be the length L of the drillstring in metres divided by 750. Thus, for example, the repeat interval may be less than 0.25 (L/750), and preferably less than 0.1 (L/750). For applicability to a wide range of drillstring lengths, the repeat interval may be 0.25 s or less, 0.1 s or less and/or the like. If a low pass filter is applied to v, as described below, the minimum repeat interval may be the inverse of the Nyquist frequency of the low-pass filter cut-off (i.e. 2 divided by the cut-off frequency). If the data is not low pass filtered, then 0.025 seconds is a reasonable minimum repeat interval.

The drive system may comprise a top drive.

The optimized expression may include a residual correction term to account for long term averaging of the rotation speed over time scales greater than the resonance time of the drilling system. For example, the long term averaging may be over time scales of 60 seconds or greater.

up A high-pass filter may be applied to v, the cut-off frequency of the high-pass filter being less than the resonance frequency of the drilling system. For example, the cut-off frequency of the high-pass filter may be 0.017 Hz or lower. Such a high-pass filter can take the place of the residual correction term for accounting for long term averaging of the rotation speed, although such a term may still be useful for avoiding drift from noise or calculation error.

up A low-pass filter may be applied to v, the cut-off frequency of the low-pass filter being greater than the resonance frequency of the drilling system. For example, the cut-off frequency of the low-pass filter may be 10 Hz or higher. The use of such a low-pass filter can help to avoid high-frequency noise being sent as a control signal to the drive system.

0 0 A maximum and/or a minimum bound may be imposed on v. For example, if the bit sticks hard, it is possible for the drillstring rotation to stop completely. Thus, a minimum bound may be imposed, such as: a fraction (e.g. half or three-quarters) of the desired rotation speed v; or an absolute value of rotation speed (e.g. 40 revolutions per minute); or a combination of the two (e.g. the lower of 40 revolutions per minute and three-quarters of the desired rotation speed). Similarly, in order e.g. to reduce vibration on the rig, or due to limitations of the drive system gearbox, there may be a maximum bound imposed, such as: a multiple of (e.g. twice) the desired speed v; or an absolute value of rotation speed (e.g. 200 revolutions per minute); or a combination of the two (e.g. the lower of twice the desired rotation speed and 200 revolutions per minute).

up up In some embodiments of the present disclosure, vmay be derived from measured properties which are: the actual rotation speed of the drillstring, and a torque T in the drillstring (e.g. the torque T in the drillstring at the surface). Thus, a linear combination of the rotation speed and torque may be used to control the rotation speed. The derivation of vmay be improved by a further measured property, which is the rotational impedance of the drillstring z, although the method is generally robust to errors in the value of z. The actual rotation speed of the drillstring may be measured independently. Another option, however, is to take as the measured actual rotation speed the value of the rotation speed v used to control the drive system at a previous repeat interval.

In the appended figures, similar components and/or features may have the same reference label. Further, various components of the same type may be distinguished by following the reference label by a dash and a second label that distinguishes among the similar components. If only the first reference label is used in the specification, the description is applicable to any one of the similar components having the same first reference label irrespective of the second reference label.

Embodiments of the present invention relates to controlling/driving a drilling system—comprising a top drive, a drillstring and a drill bit—to drill a borehole through an earth formation. Embodiments of the present invention provide for driving the drill bit with the top drive to optimize the speed of rotation of the drill bit while minimizing downgoing energy traveling down the drillstring during the drilling procedure.

The ensuing description provides preferred exemplary embodiment(s) only, and is not intended to limit the scope, applicability or configuration of the invention. Rather, the ensuing description of the preferred exemplary embodiment(s) will provide those skilled in the art with an enabling description for implementing a preferred exemplary embodiment of the invention, it being understood that various changes may be made in the function and arrangement of elements without departing from the scope of the invention.

Specific details are given in the following description to provide a thorough understanding of the embodiments. However, it will be understood by one of ordinary skill in the art that embodiments may be practiced without these specific details. For example, well-known circuits, processes, algorithms, structures, and techniques may be shown without unnecessary detail in order to avoid obscuring the embodiments.

As disclosed herein, the term “computer readable medium” may represent one or more devices for storing data, including read only memory (ROM), random access memory (RAM), magnetic RAM, core memory, magnetic disk storage mediums, optical storage mediums, flash memory devices and/or other machine readable mediums for storing information. The term “computer-readable medium” includes, but is not limited to portable or fixed storage devices, optical storage devices, wireless channels and various other mediums capable of storing, containing or carrying instruction(s) and/or data.

Furthermore, embodiments may be implemented by hardware, software, firmware, middleware, microcode, hardware description languages, or any combination thereof. When implemented in software, firmware, middleware or microcode, the program code or code segments to perform the necessary tasks may be stored in a machine readable medium such as storage medium. A processor(s) may perform the necessary tasks. A code segment may represent a procedure, a function, a subprogram, a program, a routine, a subroutine, a module, a software package, a class, or any combination of instructions, data structures, or program statements. A code segment may be coupled to another code segment or a hardware circuit by passing and/or receiving information, data, arguments, parameters, or memory contents. Information, arguments, parameters, data, etc. may be passed, forwarded, or transmitted via any suitable means including memory sharing, message passing, token passing, network transmission, etc.

1 FIG. 11 illustrates a drilling system for operation at a wellsite to drill a borehole through an earth formation. The wellsite can be located onshore or offshore. In this system, a boreholeis formed in subsurface formations by rotary drilling in a manner that is well known. Systems can also use be used in directional drilling systems, pilot hole drilling systems, casing drilling systems and/or the like.

12 11 100 105 10 11 10 30 17 18 19 12 30 17 12 18 17 19 12 105 A drillstringis suspended within the boreholeand has a bottomhole assembly, which includes a drill bitat its lower end. The surface system includes a platform and derrick assemblypositioned over the borehole, the assemblyincluding a top drive, kelly, hookand rotary swivel. The drillstringis rotated by the top drive, energized by means not shown, which engages the kellyat the upper end of the drillstring. The drillstringis suspended from a hook, attached to a traveling block (also not shown), through the kellyand the rotary swivelwhich permits rotation of the drillstring relative to the hook. As is well known, a rotary table system could alternatively be used to rotate the drillstringin the borehole and, thus rotate the drill bitagainst a face of the earth formation at the bottom of the borehole.

26 27 29 26 12 19 12 8 12 105 9 105 27 The surface system can further include drilling fluid or mudstored in a pitformed at the well site. A pumpdelivers the drilling fluidto the interior of the drillstringvia a port in the swivel, causing the drilling fluid to flow downwardly through the drillstringas indicated by the directional arrow. The drilling fluid exits the drillstringvia ports in the drill bit, and then circulates upwardly through the annulus region between the outside of the drillstring and the wall of the borehole, as indicated by the directional arrows. In this well-known manner, the drilling fluid lubricates the drill bitand carries formation cuttings up to the surface as it is returned to the pitfor recirculation.

100 120 130 105 The bottomhole assemblymay include a logging-while-drilling (LWD) module, a measuring-while-drilling (MWD) module, a rotary-steerable system and motor, and drill bit.

120 120 The LWD modulemay be housed in a special type of drill collar, as is known in the art, and can contain one or a plurality of known types of logging tools. It will also be understood that more than one LWD and/or MWD module can be employed, e.g. as represented at′. The LWD module may include capabilities for measuring, processing, and storing information, as well as for communicating with the surface equipment. The LWD module may include a fluid sampling device.

130 The MWD modulemay also be housed in a special type of drill collar, as is known in the art, and can contain one or more devices for measuring characteristics of the drillstring and drill bit. The MWD tool may further includes an apparatus (not shown) for generating electrical power to the downhole system. This may typically include a mud turbine generator powered by the flow of the drilling fluid, it being understood that other power and/or battery systems may be employed. The MWD module may include one or more of the following types of measuring devices: a weight-on-bit measuring device, a torque measuring device, a vibration measuring device, a shock measuring device, a stick slip measuring device, a direction measuring device, a rotation speed measuring device, and an inclination measuring device.

370 30 30 12 A control unitmay be used to control the top driveor other drive system. The top drivemay rotate the drillstringat a rotation speed to produce desired drilling parameters. By way of example, the speed of rotation of the drillstring may be: determined so as to optimize a rate of penetration through the earth formation, set to reduce drill bit wear, adjusted according to properties of the earth formation, or the like.

390 12 390 12 12 12 12 12 390 12 12 12 12 12 Sensorsmay measure properties of the drillstring. Conveniently, the sensorsmay be coupled with the drillstringabove or near the surface, although they may be distributed along the drillstring. The sensors may measure properties of the drillstringfrom which upgoing/downgoing energy in the drillstringand/or upgoing/downgoing components of the rotation of the drillstringmay be determined/estimated. For example, a speed of rotation of the drillstring may be determined. For example, the sensorsmay measure torque of the drillstring, speed of rotation of the drillstringand/or rotational impedance of the drillstringand the upgoing/downgoing energy in the drillstringand/or upgoing/downgoing components of the rotation of the drillstringmay be processed from the sensed measurements.

The approach of the present invention allows the rotational oscillations of suspended tubulars to be controlled. In this way, the rotational motion of a drillstring can be stabilized, but the approach could equally well be applied to tubulars used for completing a well, such as casing or running in a liner or completion. Both the parameters/conditions desirable for optimal/desired drilling operation of the drilling system and the parameters/conditions for preventing/mitigating stick-slip can be processed/controlled during the drilling operation.

In the drillstring during the drilling of the borehole there are rotational waves going up and down the drillstring. The reflections of the upgoing waves into downgoing waves at the surface produce the large rotational resonances in, and repetitive stick-slip motion of, the drilling system.

0 down The downgoing waves in the drillstring also include those initiated by the system driving the drillstring, i.e. the top drive or the like. These downgoing waves in the drillstring produced by the drive system are required in order to drive the drill bit to drill through the earth formation. As such, the downgoing energy comprises desirable downgoing energy that is used to drive the drill bit and undesirable downward energy that causes oscillation in the drillstring and/or stick slip. Consequently, systems and methods can be provided which aim to achieve a desired rotation speed of the drillstring (hereinafter referred to as v) while minimising the amount of energy contained in the downgoing rotation (the downgoing rotation is hereinafter referred to as v).

12 12 370 30 Thus in general, a processor may determine an optimized speed of rotation for the drillstring, wherein the optimized speed of rotation balances/optimizes delivery of rotational energy to the drill bit against reduction of energy travelling down the drillstring. More particularly, the control unitcan provide an outer control system used to control a fast, built-in control system for the top drive; wherein a desired/determined rotation speed is provided to the built-in control system, which attempts to achieve the particular rotation speed, and the outer control system controls the top drive to vary the rotation speed around the desired/determined rotation speed to reduce the amount of downgoing energy.

The contrary objectives of maximizing energy sent down the drillstring to the drill bit by rotating the drillstring and minimizing downgoing energy to prevent large oscillations of the drillstring in the borehole and/or stick-slip may be viewed as a minimization constraint that can be written as minimizing E such that:

where: 0 vis the desired average rotation speed up down v is the determined rotation speed to be fed to the top-drive and is the sum of vand v, and λ is a constant that reflects a relative weight given to the two conflicting objectives.

Equation (1) can be embodied in an algorithm which determines a rotation speed v that is then passed to the top-drive controller, on the assumption that the controller is able to exactly achieve that speed. While modern top-drive controllers are normally able to achieve close to a commanded speed, there will inevitably be small differences between actual and the commanded speeds. Such small differences do not invalidate the control algorithm.

Thus, when v appears on the left-hand-side of an equation it should be interpreted as the commanded rotation speed to be sent to the top-drive controller. When it appears on the right-hand-side of an equation, it is preferably the most recent actual measured rotation speed of the top-drive, although if this is not available, the most recent previous commanded rotation speed can be substituted.

The upgoing component of the rotation speed may be estimated from simultaneous surface measurements of the rotation speed and torque in the drillstring (T). A rotational impedance of the pipe z may be determined, i.e., from pipe dimension or the like at the surface. The downgoing and upgoing components of the rotation may then be given by:

where z is the pipe impedance.

2 2 down up The corresponding upgoing and downgoing energies are proportional to vand vand their sum is proportional to the total rotational energy of the drillstring:

Although it is desirable for the correct value of z to be used, the controller is generally robust to errors in the value of z.

The solution to equation (1) is given by:

However, this solution provides a slower mean rotation speed for the drillstring than is desirable, i.e., the rotation speed reduces downgoing energy and thus reduces oscillation of the drillstring, but the downgoing energy is so low it produces slow rotation of the drill bit and undesirable drilling speeds. Accordingly, the minimization constraint can be rewritten as:

A solution of this minimization constraint is:

up The term von the right hand side is calculated from the most recent measurements of torque and rotation speed, and thus there is a slight lag. In some embodiments of the present disclosure, this lag is configured to be less than at least one quarter of the period of the dominant resonance of the rotation system.

In some embodiments of the present disclosure, a residual correction term r may be included in the solution to account for the long term average of the rotation speed. This then provides the following solution for the minimization constraint, where t is the current time and δ is the sampling interval:

the rate of change of the residual correction being proportional to the difference between the current and desired average rotation speed, as follows:

and k being chosen so that it is long compared to the resonance time of the system. For example, k may be of the order of 60 seconds or longer.

In discrete time, with sampling interval δ, r may be calculated by:

up A high-pass filter may be applied to the signal vused in equation (2). This may be done using a one-pole filter, with the same value of k, where:

and where the subscript j indicates the time step, the superscript I indicates the filtered-out low-pass signal, and the superscript h indicates the remaining high-pass signal. The value of λ used in equation (2) may be 1. The λ parameter controls how much reduction in rotational resonance is to be provided by the control system. For example, when λ is set to zero, the control system will provide zero reduction in torsional resonance. The desired torsional resonance control may be selected and this selection may be weighed against other desired drilling parameters.

2 FIG. 0 shows a basic flow diagram for a drilling control method in accordance with an embodiment of the present disclosure that implements a control algorithm based on equation (2). In some embodiments of the present disclosure, after vis set in the first step, the algorithm loops around the subsequent steps at a repeat interval that is sufficiently short that the steps are repeated multiple times during the dominant rotational resonance of the system.

When the system is activated, the value of λ may vary over time such that initially it is zero or close to zero, and subsequently increases until it reaches a chosen value. In some embodiments of the present disclosure, this method of gradual activation reduces the variation in system behaviour seen in the drilling system.

up If the high-pass filter is applied to the upgoing rotation speed v, then theoretically, no residual correction term r is required. However, some embodiments, such a correction term may still be used to avoid drift from noise or calculation error.

In some embodiments of the present disclosure, in order to avoid sending high-frequency noise to the drive system (i.e. the top drive controller or the like) that may interact with the internal control algorithm, the estimate of the upgoing rotation speed may be low-pass filtered. This can be done in the same way as for r, but with a smaller value of k, which can be chosen so that it does not filter out the main rotational resonance of the drillstring. A value for k may, in some embodiments of the present disclosure, be of the order of 0.1 s. A low-pass one-pole filter can be provided according to:

where the superscript f indicates the filtered signal.

0 In a drilling system, if the bit sticks hard, it is possible for the drillstring rotation to stop completely. To avoid this, in some embodiments of the present disclosure, a minimum value of v may be imposed. For example, a minimum value of v may be imposed on the control system that is 25% or 50% less than the desired average value v. It may also be desirable, for reasons such as reducing vibration on the rig, or limitations of the top drive gearbox, for there to be an upper limit on the rotation speed. In a similar manner, in some embodiments of the present disclosure, a maximum value of v may be imposed on the system.

Equation (2) may be rewritten as:

370 30 As noted above, in some embodiments of the present disclosure, the energy optimization algorithm may be processed in a processor for desired drilling speeds and the speed of rotation of the drillstring may be controlled in accordance with the output of the optimization algorithm. For example, the control unitmay be a secondary controller that controls the top driveor the like to control the rotation speed the drillstring is being driven at in accordance with the output of the optimization algorithm. In particular, a primary (e.g. built in) control system may control the top drive or the like to drive the drillstring at a desired speed of rotation and the secondary controller may control the top drive or the like to drive the drillstring at rotation speeds around/proximal to the desired speed of rotation. Use of such a secondary controller means that existing control systems can be modified to implement control methods in accordance with the present invention.

All references referred to above are hereby incorporated by reference for all purposes. While the principles of the disclosure have been described above in connection with specific apparatuses and methods, it is to be clearly understood that this description is made only by way of example and not as limitation on the scope of the invention.

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Patent Metadata

Filing Date

February 9, 2026

Publication Date

June 18, 2026

Inventors

Benjamin Peter Jeffryes

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Cite as: Patentable. “DRILLING SYSTEM CONTROL FOR REDUCING STICK-SLIP BY CALCULATING AND REDUCING ENERGY OF UPGOING ROTATIONAL WAVES IN A DRILLSTRING” (US-20260168373-A1). https://patentable.app/patents/US-20260168373-A1

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DRILLING SYSTEM CONTROL FOR REDUCING STICK-SLIP BY CALCULATING AND REDUCING ENERGY OF UPGOING ROTATIONAL WAVES IN A DRILLSTRING — Benjamin Peter Jeffryes | Patentable